Close-up of a coffee plant with green and ripening red coffee cherries on branches surrounded by large green leaves.

Gather

Investment Management

  • Ongoing

  • Annual fee: 1% of the assets that we manage for you

    No minimums, paid quarterly

  • People comfortable with DIY financial planning but want someone else to handle the investing piece.

Coffee beans being ground in a coffee grinder.

Develop

Life Event Planning

  • Short-term, usually 2-4 weeks.

  • One-time fee: $800 - $2,800

    Quoted after the first meeting based on complexity

  • Young families that need someone to point their boat in the right direction but aren’t ready to fully commit to a financial planning relationship.

    Does not include ongoing investment management.

Top view of a white coffee mug filled with black coffee placed on a wooden surface with sunlight and shadows.

Enjoy

Total Wealth Management

  • Ongoing

  • Quarterly fee: $750 - $2,500

    Quoted after the first meeting based on complexity

  • Families who are ready to partner with a pro to continually help balance investing for the future and enjoying life today.

    Includes investment management.